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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Munkeby is an investment advisor representative associated with United Planners' Financial Services Of America A Limited Partner. Eric has been in the industry since 1991 and is currently registered in 35 states and 3 jurisdictions for investment advisory services. Eric's experience spans a variety of firms, including SII INVESTMENTS, INC., FSC SECURITIES CORPORATION and FINANCIAL NETWORK INVESTMENT CORPORATION. Eric provides a range of services to individuals, businesses, charitable organizations and pension and profit sharing plans.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/16/2019 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
08/31/2007 - 11/17/2017
SII INVESTMENTS, INC. (HOPKINS MN)
MN
06/21/1994 - 08/31/2007
FSC SECURITIES CORPORATION (DEEPHAVEN MN)
CA
03/18/1991 - 06/22/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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